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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,952 | $69,541-38.2% | $59,899-28.3% | $135,380-68.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.42% | 7.95%+1.5pp | 3.46%+6.0pp | 519.81%-510.4pp |
| Employer contribution / active EE | $7,357 | $3,236+127.3% | $2,723+170.2% | $4,779+53.9% |
| Participant deferral / active EE | $4,652 | $4,206+10.6% | $3,402+36.7% | $5,609-17.1% |
| Admin fee / account holder | $35,397 | $5,737+517.0% | $3,592+885.4% | $10,828+226.9% |